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Advisor at SHIFTING THE CULTURE WEALTH PARTNERS LLC
San Pedro, CA | LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SHIFTING THE CULTURE WEALTH PARTNERS LLC | State registered | Nov 21, 2025 | n/a | yes | LOS ANGELES, CA|San Pedro, CA | Current employment |
| PRUCO SECURITIES, LLC | No RAUM reported | Mar 9, 2020 | Mar 17, 2020 | no | SHERMAN OAKS, CA | Previous registration |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | Bd affiliated wealth | Aug 29, 2018 | Mar 15, 2019 | no | PASADENA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRUCO SECURITIES, LLC | SHIFTING THE CULTURE WEALTH PARTNERS LLC | Mar 17, 2020 | Nov 21, 2025 | 2,075 | Firm change after gap | Ibd to state RIA |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | PRUCO SECURITIES, LLC | Mar 15, 2019 | Mar 9, 2020 | 360 | Firm change | Ibd to ibd |